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Patrick Brewer, CFA

CEO at WealthPlan Group

Patrick Brewer is the Chief Executive Officer (CEO) of WealthPlan Group.14 He has a background in finance and holds the Chartered Financial Analyst (CFA) designation.4

Professional Background

Patrick Brewer serves in multiple leadership roles:

  • CEO of WealthPlan Partners12
  • CEO of Feltz WealthPLAN1
  • Founder of Advisor Growth Experts4

Expertise and Responsibilities

As the CEO, Patrick Brewer has been involved in strategic acquisitions to expand WealthPlan's presence and capabilities:

  • He led the acquisition of EFS Wealth Management Group, which expanded WealthPlan's presence in the Midwest.2
  • Brewer has also been involved in other acquisitions, such as Klauke Investments & Insurance.3

Online Presence

Patrick Brewer maintains an active professional presence online:

  • His LinkedIn profile can be found under the username patrick-brewer-cfa-80993813.4
  • He is also active on Twitter with the handle @pbrewcfa.5

Location

While Patrick Brewer's primary business location is associated with Omaha, Nebraska6, his LinkedIn profile indicates he is based in Austin.4

Patrick Brewer's role as CEO involves leading WealthPlan Group's growth strategy, overseeing acquisitions, and expanding the firm's services in wealth management and financial advisory.2

Highlights

Jun 16 · linkedin

Uncover the balance between personal authenticity and professional expectations. Dive deeper into navigating identity in the business world. Full video on YouTube. #BusinessTips #Authenticity Watch the full video here: https://lnkd.in/eHtmmvA6

Jun 15 · linkedin

Discover the importance of authenticity in marketing with Justin Castelli, CFP®. Stay true to yourself to connect with clients. #MarketingTips #Authenticity #ClientConnection Watch the full video here: https://lnkd.in/eHtmmvA6

Related Questions

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Patrick Brewer, CFA
Patrick Brewer, CFA, photo 1
Patrick Brewer, CFA, photo 2
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Location

Austin, Texas, United States